LWMI
SGOV icon

Legacy Wealth Management (Idaho)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$341K Buy
3,386
+1,530
+82% +$154K 0.18% 61
2025
Q1 		$187K Buy
+1,856
New +$187K 0.13% 68